Erik Olen Klumpp

Current Employers

Chessie Advisors, Llc

Rochester Hills, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2014-07-02

MI RA
APPROVED

Since 2014-07-02

Branch Locations

Rochester Hills, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Chessie Advisors, Llc	Rochester Hills	MI	06/2014	Present
Chessie Tax, Llc	Rochester Hills	MI	05/2014	Present
Magni Publicani, Llp (Dba Student Loan Tax Experts)	Bismarck	ND	09/2019	Present

06/2014 → Present

Chessie Advisors, Llc

Rochester Hills, MI
05/2014 → Present

Chessie Tax, Llc

Rochester Hills, MI
09/2019 → Present

Magni Publicani, Llp (Dba Student Loan Tax Experts)

Bismarck, ND

Previous Registrations

2012-09-19 → 2013-12-17

Baron Wealth Management, Llc

Troy, MI
2009-12-15 → 2012-08-03

Mainstay Capital Management, Llc

Grand Blanc, MI

Troy, MI

Other Businesses

CHESSIE TAX, LLC NON-INVESTMENT-RELATED ADDRESS: 1424 CATALPA DR, ROCHESTER HILLS, MI 48307 NATURE OF BUSINESS: TAX PREPARATION SERVICES POSITION: FOUNDER/PRESIDENT START DATE: 05/2014 HOURS/MONTH: ABOUT 20 HOURS/DAY: <2 DUTIES: PREPARATION OF PERSONAL AND SMALL BUSINESS INCOME TAX RETURNS. MAGNI PUBLICANI, LLP (DBA STUDENT LOAN TAX EXPERTS) NON-INVESTMENT-RELATED ADDRESS: 319 WILLOW LN, BISMARCK, ND 58504 NATURE OF BUSINESS: TAX PREPARATION SERVICES POSITION: FOUNDER/DIRECTOR OF TAX OPERATIONS START DATE: 09/2019 HOURS/MONTH: ABOUT 15 HOURS/DAY: <2 DUTIES: PREPARATION OF PERSONAL INCOME TAX RETURNS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-09
S66	Uniform Combined State Law Examination	2006-06-01

S65 Uniform Investment Adviser Law Examination

2009-12-09
S66 Uniform Combined State Law Examination

2006-06-01

Designations

View on SEC IAPD